Avantax Advisory Services’s Entergy ETR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.26M | Buy |
87,397
+4,646
| +6% | +$386K | 0.04% | 340 |
|
2025
Q1 | $7.07M | Buy |
82,751
+16,625
| +25% | +$1.42M | 0.04% | 323 |
|
2024
Q4 | $5.01M | Buy |
66,126
+2,236
| +3% | +$170K | 0.03% | 401 |
|
2024
Q3 | $4.2M | Buy |
63,890
+16,580
| +35% | +$1.09M | 0.03% | 436 |
|
2024
Q2 | $2.53M | Buy |
47,310
+43,024
| +1,004% | +$2.3M | 0.02% | 579 |
|
2024
Q1 | $226K | Hold |
4,286
| – | – | ﹤0.01% | 1469 |
|
2023
Q4 | $217K | Sell |
4,286
-2,028
| -32% | -$103K | ﹤0.01% | 1433 |
|
2023
Q3 | $292K | Sell |
6,314
-298
| -5% | -$13.8K | ﹤0.01% | 1212 |
|
2023
Q2 | $322K | Sell |
6,612
-706
| -10% | -$34.4K | ﹤0.01% | 1146 |
|
2023
Q1 | $394K | Buy |
7,318
+418
| +6% | +$22.5K | ﹤0.01% | 1011 |
|
2022
Q4 | $388K | Buy |
6,900
+350
| +5% | +$19.7K | 0.01% | 982 |
|
2022
Q3 | $330K | Buy |
6,550
+1,288
| +24% | +$64.9K | 0.01% | 956 |
|
2022
Q2 | $296K | Buy |
5,262
+294
| +6% | +$16.5K | ﹤0.01% | 1013 |
|
2022
Q1 | $290K | Buy |
4,968
+664
| +15% | +$38.8K | ﹤0.01% | 1015 |
|
2021
Q4 | $242K | Buy |
+4,304
| New | +$242K | ﹤0.01% | 1081 |
|
2020
Q4 | – | Sell |
-8,568
| Closed | -$423K | – | 1058 |
|
2020
Q3 | $423K | Buy |
8,568
+3,744
| +78% | +$185K | 0.01% | 867 |
|
2020
Q2 | $224K | Buy |
4,824
+6
| +0.1% | +$279 | 0.01% | 743 |
|
2020
Q1 | $225K | Buy |
4,818
+1,032
| +27% | +$48.2K | 0.01% | 679 |
|
2019
Q4 | $228K | Buy |
+3,786
| New | +$228K | 0.01% | 737 |
|